Specialties

Planning for tomorrow...today

History

Established in 1977.

Cowan Financial Group is a full-service financial planning and consulting firm committed to helping people pursue their financial and life goals. We offer a wide range of financial products and services to individuals, families, and business owners. We believe you will be better able to identify your goals and make sound decisions that enable you to live your life with confidence in your investments and have financial independence. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

Meet the Business Owner: Cary C.

Cary J. Cowan Sr. began his career in the insurance industry in 1970. After establishing his own firm in 1979, he expanded his practice to include financial and retirement planning, investments, and business planning. Cary feels that a true financial professional listens to clients and prospects and understands what is really being said. "You have to be empathetic to your client's needs and not your own pocketbook." His philosophy believes in forming long term relationships and not just clientele. Cary developed the Lifetime Financial Strategies ProgramSM. This is a six step process which he believes assists clients in realizing their lifetime vision.